Chris Schwartz
Senior Wealth Advisor @iA Private Wealth
St John’s, NL, CA
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MOBILE NUMBERS
+91 *********19
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WORK HISTORY
May 2024 — Present
Senior Wealth Advisor @iA Private Wealth
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St. John\'s, NL, CA
Experienced Wealth Advisor with a demonstrated history of working in the wealth management industry. Skilled in Wealth Management, Retirement Planning, Estate Planning and Asset Allocation. Strong finance professional with a CPA (CMA) focused in Accounting from Society of Management Accountants.
EDUCATION
1990 — 1992
Memorial University, Newfoundland and Labrador
Commerce
1992 — 1995
Laurentian University/Université Laurentienne
Bachelor of Commerce (B.Comm)
2007 — 2009
Chartered Professional Accountants of Canada (CPA Canada)
CPA, CMA, Accounting
ABOUT CHRIS SCHWARTZ
Your Finances Don’t Have to Be Overwhelming. Let’s be real - money can feel…
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